Sign Up for Back Office Butler

Back Office Butler Form

To request pre-filled forms for a new managed account, please complete the Back Office Butler form below (* denotes required fields). Questions? Call 888-388-8303

Financial Representative Information
Note: If you want the paperwork to be sent to anyone other than the financial representative for review, please include the name, email & any special instructions in the notes section below.
Financial Rep Name (as will be shown on paperwork)*
Advisory Firm That You Clear Through
Financial Rep Email*
Account Information
Type*
What type of WIN / Navigator account is this?*
Registration*
Registration*
Registration*
Registration*
Other
Hidden
Retirement Plan Name
Current Account #(s) being managed (if available)
Self-Directed Brokerage Account (SDBA / PCRA) #(s) (if available)
Employer*
Employer*
Is this account currently being managed by another firm or advisor?
Who is this account currently being managed by?
Retirement Plan Name
Current Account #(s) being managed (if available)
Self-Directed Brokerage Account (SDBA / PCRA) #(s) (if available)
Platform Provider*
Platform Provider*
Platform Provider*
Platform Provider*
Platform Provider*
Platform Provider*
Platform Provider*
Platform Provider*
Platform Provider*
Platform Provider*
Upload Statement (optional)
Accepted file types: pdf, doc, docx, txt, rtf, Max. file size: 10 MB.
Other
Funding
Transferring Firm
Account Number
Employer / Plan / Product Information
Investment Program
Investment Program
Investment Program
Investment Program
Investment Program
Investment Program
Investment Program
Investment Program
Investment Program
Investment Program
Absolute Capital Asset Allocator Fund
Please enter a number from 25 to 100.
Absolute Capital Defender Fund
Please enter a number from 25 to 100.
Asset Allocator - Strategy
Portfolio Protector Strategy
Asset Allocator - Percentage
Please enter a number from 0.01 to 100.
Sector Selector - Percentage
Please enter a number from 0.01 to 100.
Portfolio Protector - Percentage
Please enter a number from 0.01 to 100.
Minimum investment in each Fund if using more than one Fund is 25%. Total must equal 100% and only whole numbers can be used.
401K Provider
401K Employer
401K Custodian Account No.
403(b) Provider
403(b) Employer
403(b) Custodian Account No.
457 Provider
457 Employer
457 Custodian Account No.
Describe Account
How will account be funded?
Variable Annuity Family
VA Account Number
VA Riders
Approximate Investment Amount*
Client Information
Entity Name*
Entity TIN
Authorized Signor
Client Name*
First Name Middle Initial Last Name
Use full legal name as written on driver’s license or passport. Example: Robert not Bob, Susan not Sue
Mothers Maiden Name
* required for Schwab PCRA/IRA/NQ accts for Charles Schwab
Upload Client Fact Sheet / KYC Fact Sheet (optional)
Accepted file types: pdf, doc, docx, txt, rtf, Max. file size: 10 MB.
If you have a client information sheet with the necessary information, you can upload the sheet here and skip to the Additional Information Section below.
Title
Client Email
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Social Security Number
DOB
MM slash DD slash YYYY
ID Type
ID #
ID State
ID Expiration Date
MM slash DD slash YYYY
Joint Client Information
Please make certain to fill out both the Client Information area as well as the Joint Account Holder area below.
Prefix
Joint Client Name
Joint Client Email
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Social Security Number
DOB
MM slash DD slash YYYY
ID Type
ID #
ID State
ID Expiration Date
Beneficiary Information
Primary Beneficiary
Beneficiary Name
Address
Street Address Address Line 2 City State ZIP Code
Relationship
Social Security Number
Date of Birth
MM slash DD slash YYYY
Primary Beneficiary Percentage
Please enter a number from 0 to 100.
Beneficiary 2
Beneficiary Name
Address
Street Address Address Line 2 City State ZIP Code
Relationship
Social Security Number
Date of Birth
MM slash DD slash YYYY
Bene 2 Percentage
Please enter a number from 0 to 100.
Primary / Contingent
Beneficiary 3
Beneficiary Name
Address
Street Address Address Line 2 City State ZIP Code
Relationship
Social Security Number
Date of Birth
MM slash DD slash YYYY
Bene 3 Percentage
Please enter a number from 0 to 100.
Primary / Contingent
Beneficiary 4
Beneficiary Name
Address
Street Address Address Line 2 City State ZIP Code
Relationship
Social Security Number
Date of Birth
MM slash DD slash YYYY
Bene 4 Percentage
Please enter a number from 0 to 100.
Primary / Contingent
Additional Information
Please contact me if Docusign is available for this account
- Yes
Note
Paperwork Turnaround
Within one business day, Absolute Capital will process your request and send you a secure email with the requested forms, or contact you should we require any clarifications.
If you have any questions, need to request expedited fulfillment, or would like to arrange for an alternative delivery method for forms, please provide details in the Note section below, or contact Absolute Capital at (888) 388-8303.

Absolute Capital Management

Back Office Butler Form

Financial Representative Information

Account Information

Client Information

Joint Client Information

Beneficiary Information

Primary Beneficiary

Beneficiary 2

Beneficiary 3

Beneficiary 4

Additional Information

Paperwork Turnaround